| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $0 | 0.00% | +1 | New |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 82,414 | $0 | 0.00% | +82,414 | New |
| Old North State Trust, LLC | 1 | $270 | 0.22% | −1,187−99.9% | Reduced |
| WestEnd Advisors, LLC | – | $942 | 0.00% | – | – |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −6,262−99.9% | Reduced |
| Western Pacific Wealth Management, LP | 9 | $1.00K | 0.00% | −1−10.0% | Reduced |
| First Community Trust NA | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 219 | $1.00K | 0.02% | +219 | New |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Retirement Group, LLC | 5 | $1.00K | 0.00% | +5 | New |
| IAG Wealth Partners, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 11 | $2.00K | 0.00% | −51−82.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 13 | $2.00K | 0.00% | +12+1,200.0% | Added |
| Lee Financial Co | 10 | $2.00K | 0.00% | +10 | New |
| First Command Bank | 10 | $2.00K | 0.00% | +10 | New |
| First Command Financial Services, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Burleson & Company, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Bellevue Asset Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Blue Bell Private Wealth Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 17 | $3.00K | 0.00% | +4+30.8% | Added |
| Heritage Wealth Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 19 | $3.00K | 0.00% | +19 | New |
| TSFG, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 23 | $4.00K | 0.00% | +15+187.5% | Added |
| Archer Investment Corp | 21 | $4.04K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 23 | $4.35K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 26 | $5.00K | 0.00% | +26 | New |
| Mach-1 Financial Group, Inc. | 31 | $5.00K | 0.00% | +31 | New |
| Laffer Tengler Investments | 30 | $5.72K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 34 | $6.00K | 0.00% | +34 | New |
| Cascade Investment Advisors, Inc. | 35 | $6.60K | 0.00% | +35 | New |
| Focused Wealth Management, Inc | 36 | $7.00K | 0.00% | −10−21.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 35 | $7.00K | 0.01% | +5+16.7% | Added |
| Disciplined Investments, LLC | 35 | $7.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 39 | $7.36K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $8.00K | 0.01% | −921−95.8% | Reduced |
| RWM Asset Management, LLC | 43 | $8.00K | 0.00% | −282−86.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 42 | $8.00K | 0.00% | −143−77.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 40 | $8.00K | 0.00% | −43−51.8% | Reduced |
| Semmax Financial Advisors Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 44 | $8.00K | 0.00% | +8+22.2% | Added |
| Ulland Investment Advisors, LLC | 40 | $8.00K | 0.01% | +40 | New |
| Estabrook Capital Management | 47 | $8.86K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $9.00K | 0.00% | −58−53.7% | Reduced |
| Bourgeon Capital Management LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Power Corp of Canada | 46 | $9.00K | 0.00% | +46 | New |
| Clearview Wealth Advisors LLC | 55 | $10.0K | 0.01% | −281−83.6% | Reduced |
| Klaas Financial Asset Advisors, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 57 | $11.0K | 0.01% | +2+3.6% | Added |
| Northwest Investment Counselors, LLC | 58 | $11.0K | 0.00% | +34+141.7% | Added |
| Cordant, Inc. | 58 | $11.0K | 0.01% | +58 | New |
| Gradient Investments LLC | 63 | $12.0K | 0.00% | −10−13.7% | Reduced |
| Versant Capital Management, Inc | 62 | $12.0K | 0.00% | −5−7.5% | Reduced |
| Ellis Investment Partners, LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 63 | $12.0K | 0.00% | +63 | New |
| Stonebridge Capital Advisors LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 76 | $14.0K | 0.01% | −47−38.2% | Reduced |
| Manchester Capital Management LLC | 74 | $14.0K | 0.00% | −18−19.6% | Reduced |
| Pflug Koory, LLC | 73 | $14.0K | 0.01% | +50+217.4% | Added |
| Hazlett, Burt & Watson, Inc. | 76 | $14.0K | 0.01% | +76 | New |
| Loomis Sayles & Co L P | 82 | $15.0K | 0.00% | −49−37.4% | Reduced |
| Wealthstreet Investment Advisors, LLC | 81 | $15.0K | 0.40% | 00.0% | Unchanged |
| Country Trust Bank | 77 | $15.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 76 | $15.0K | 0.01% | +76 | New |
| Curi Capital | 85 | $16.0K | 0.00% | −13−13.3% | Reduced |
| Ranger Investment Management, L.P. | 84 | $16.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 84 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 86 | $16.0K | 0.00% | +71+473.3% | Added |
| JJJ Advisors Inc. | 91 | $17.0K | 0.00% | −61−40.1% | Reduced |
| Tower View Investment Management & Research LLC | 93 | $17.0K | 0.01% | +1+1.1% | Added |
| Webster Bank, N. A. | 92 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 90 | $17.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $18.0K | 0.01% | −40−29.6% | Reduced |
| Strengthening Families & Communities, LLC | 96 | $18.0K | 0.01% | +96 | New |
